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Task Templates
Make templates that you can reuse when creating new tasks
Templates allow you to streamline and speed up creating tasks, that managers can select easily.
Note: Templates are especially helpful when you have a recurring process that you keep creating tasks for ex. grants, funding, payroll

Create templates for various repeating processes & tasks
Step 1: Go to your Space/Project
Settings
menu via ⚙️ and click on Templates
. Then, under Task Templates
, click on New Template.

Go to Templates under space/project Settings and click New Template
Step 2: You will see a pop-up where you can fill in the template name, and also description prompts you would like contributors to fill out as part of this template.

A pop-up will appear to be filled in
Step 3: After filling in the details click on
Save Template
.
Update the task details and click Save Template
Success! You will now see the the new template listed under
Task Templates
in your space/project settings, with options to Create task from template
, Edit
and Delete
.
Repeat the process for each template needed
Step 1: Click
+
to create a new task
Create a new task
Step 2: In the pop-up that appears, click on
Template
in the top-left corner and select the template you would like to use
Select the relevant template
Step 3: You will now see the template details pre-filled in your task. Update the title (if needed), fill in the remaining details, and then click
Create
.
Template content & settings pre-filled in the task
Success! You've created a task using a template in just a few clicks

Final task with updates to the template!
Last modified 8mo ago